Hi,
You need to call a CRM web service from the appointment form. There are a few ways to do this but for me the easiest way is to call the webservice using jscript. I had the same requirements. In my case I needed to get a phone number from a contact's phone
numbers while scheduling a new phone call. I don't remember where I originally got the code, but here is my code (remember that I want to get the home,mobile and business phone numbers from the contact entity and you can change the values to fullfill
your requirements)
The first code is the function that you need to create. the function gets two parameters; contactId and fieldname. in your case this would be accountid and your address fieldname (you have multiple addresses and this will work)
function GetContactPhoneNumber(ContactId,PhoneFieldName) {
//alert("getcontact is being called");
var resultXml;
var telephoneNumber = null;
var errorCount;
var msg;
var xmlHttpRequest;
var authenticationHeader = Xrm.Page.context.getAuthenticationHeader();
//Prepare the SOAP message.
var xml = "<?xml version='1.0' encoding='utf-8'?>" +
"<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'" +
" xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'" +
" xmlns:xsd='http://www.w3.org/2001/XMLSchema'>" +
authenticationHeader +
"<soap:Body>" +
"<Retrieve xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>" +
"<entityName>contact</entityName>" +
"<id>" + ContactId + "</id>" +
"<columnSet xmlns:q1='http://schemas.microsoft.com/crm/2006/Query' xsi:type='q1:ColumnSet'>" +
"<q1:Attributes>" +
"<q1:Attribute>"+PhoneFieldName+"</q1:Attribute>" +
"</q1:Attributes>" +
"</columnSet>" +
"</Retrieve></soap:Body></soap:Envelope>";
//call function to create Soap Request to ms crm webservice
xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");
xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xmlHttpRequest.setRequestHeader("SOAPAction", "http://schemas.microsoft.com/crm/2007/WebServices/Retrieve");
xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
xmlHttpRequest.send(xml);
resultXml = xmlHttpRequest.responseXML;
var errorCount = resultXml.selectNodes('//error').length;
if (errorCount != 0) {
var msg = resultXml.selectSingleNode('//description').nodeTypedValue; //Process and display the results.
}
else {
if (resultXml.selectSingleNode('//q1:'+PhoneFieldName) != null)
telephoneNumber = resultXml.selectSingleNode('//q1:' + PhoneFieldName).nodeTypedValue;
}
return telephoneNumber;
}
Then you can create an address picker in your appointment form and on the change of it, call the function. here is how I call them
function PhoneSelector_onchange() {
var SelectedPhoneId = Xrm.Page.getAttribute("new_phone").getValue();
if (Xrm.Page.getAttribute("regardingobjectid").getValue() != null) {
var ContactId = Xrm.Page.getAttribute("regardingobjectid").getValue()[0].id;
}
else {
alert("Please select a regarding person");
return;
}
switch (SelectedPhoneId) {
case 100000000:
var SelectedPhoneNumber = GetContactPhoneNumber(ContactId, "telephone1");
Xrm.Page.getAttribute("phonenumber").setValue(SelectedPhoneNumber);
break;
case 100000001:
var SelectedPhoneNumber = GetContactPhoneNumber(ContactId, "telephone3");
Xrm.Page.getAttribute("phonenumber").setValue(SelectedPhoneNumber);
break;
case 100000002:
var SelectedPhoneNumber = GetContactPhoneNumber(ContactId, "telephone2");
Xrm.Page.getAttribute("phonenumber").setValue(SelectedPhoneNumber);
break;
default:
alert("nothing");
}
}
Associating Account/Contact Addresses with Appointment Record
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